Partners Square, Llc

Partners Square Consulting is an Advanced Markets Consulting and Life Insurance Brokerage firm. Over the last several decades, the life insurance industry has changed substantially due to tax law changes and different underwriting processes. At Partners Square, we combine decades of advanced planning expertise with modern technology to assist financial advisers, multi-line insurance agencies, employee benefit agencies, banks, and registered investment advisory firms with strategy, operational, technology, and case management support to effectively manage their life insurance business.